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About the Role
Pacific Life is seeking a Field Wholesaler to cover the NY Metro Territory, selling RILA, variable & fixed annuities, and mutual funds to various channels. The role involves developing relationships with financial professionals and introducing new products.
Responsibilities
- Sell RILA, variable & fixed annuities, and mutual funds to all channels (Independent, Banks, & Wirehouses) within the territory.
- Develop and maintain ongoing relationships with financial professionals and key broker/dealers within the region via face-to-face and virtual sales visits.
- Introduce new products through established and new broker/dealer partners.
- Attend and speak at national, regional, and office broker/dealer sales meetings.
- Engage with Financial Professionals from 3 major distribution channels, including Independent Planners, Banks and Wirehouse firms.
- Represent CMD's 3 core lines of business (Variable Annuities/RILA, Fixed Annuities and Mutual Funds).
- Work as part of a team, in partnership with an Internal Wholesaler, other Field Wholesalers and Sales Management.
- Efficiently leverage wide array of business tools and resources.
Requirements
- Bachelor's Degree
- 5 or more years direct sales/marketing experience wholesaling variable and/or fixed annuities or mutual funds to Wirehouses, Banks, and Independent broker/dealer community.
- Working knowledge of the Salesforce platform and other customary business software.
- Strong presentation skills.
- Ability to work independently.
- Track record of success.
- Outgoing, adaptive, goals-based individual with exceptional interpersonal communication skills.
- Series 6 or 7, 63, and Variable Contracts licenses required.
Skills
- Sales
- Marketing
- Wholesaling
- Annuities
- Mutual Funds
- Relationship Management
- Product Introduction
- Presentation Skills
- Interpersonal Communication
- Salesforce
- Business Software
Location
- NY Metro Territory – Brooklyn/Bronx/Westchester
Work Type
- Field Sales
- Full-time
Experience Level
- 5+ years
Education Level
- Bachelor's Degree
Salary/Compensations
- Base salary of $80,000, with commission and other incentive pay in addition to the base salary.
Benefits
- Medical, Dental, Vision, and Wellbeing Reimbursement Account
- Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
- Paid Parental Leave
- Adoption Assistance Program
- Competitive 401k savings plan with company match and an additional contribution regardless of participation
About the Company
- The Consumer Markets Division leverages its strengths in product development, technology, service, and risk management to create retirement solutions for individuals, families, and businesses.
- With the guidance of financial professionals, customers have access to an array of annuities and mutual funds designed to help grow assets and to provide retirement income for financial independence.
- Visit Instagram.com/lifeatpacificlife
Equal Opportunity
- Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V.
- If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.